IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.37M
3
+$2.22M
4
AMZN icon
Amazon
AMZN
+$1.7M
5
YUMC icon
Yum China
YUMC
+$1M

Top Sells

1
+$2.57M
2
+$1.32M
3
+$1.25M
4
ADPT
Adeptus Health Inc
ADPT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Technology 25.32%
2 Healthcare 20.34%
3 Communication Services 12.02%
4 Industrials 10.6%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 4.84%
1,097,196
-37,008
2
$29.7M 4.52%
257,845
-2,925
3
$21.3M 3.24%
223,031
-895
4
$20.7M 3.15%
333,217
-550
5
$16.7M 2.54%
421,020
-5,400
6
$16.6M 2.53%
144,775
-715
7
$15.2M 2.32%
394,660
+2,220
8
$12.6M 1.91%
108,953
-575
9
$11.9M 1.81%
101,288
-550
10
$11.8M 1.8%
73,638
-440
11
$11.3M 1.72%
109,406
-745
12
$11.1M 1.7%
297,340
+45,280
13
$10.9M 1.66%
81,301
-425
14
$10.4M 1.59%
55,977
-675
15
$9.97M 1.52%
225,573
+665
16
$9.88M 1.5%
84,259
+1,330
17
$9.86M 1.5%
174,750
-100
18
$9.75M 1.48%
111,050
-9,365
19
$8.37M 1.27%
72,341
-215
20
$8.32M 1.27%
229,419
-498
21
$8.26M 1.26%
167,975
+705
22
$8.15M 1.24%
206,435
-225
23
$7.86M 1.2%
107,758
+400
24
$7.78M 1.18%
127,726
+375
25
$7.55M 1.15%
106,035
-4,050
1
2 3 4 5